-56.6%
NCLH vs BIL
+26.1%
-82.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +0.2% | +0.1% | +0.1% | +0.4% |
| 30D | +20.8% | +0.3% | +20.4% | +21.6% |
| 3M | -8.1% | +1.0% | -9.1% | -6.3% |
| 6M | +11.8% | +1.9% | +10.0% | +16.4% |
| YTD | -19.5% | +3.2% | -22.7% | -14.6% |
| 1Y | -3.2% | +3.7% | -6.9% | +3.5% |
| 3Y | +37.1% | +13.8% | +23.3% | +60.2% |
| 5Y | -29.9% | +20.3% | -50.2% | -18.9% |
| All | -56.6% | +26.1% | -82.7% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BIL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling